Our People

At Courtiers

Ugi joined Courtiers in April 2019 as a Trainee Adviser and has since secured his Diploma in Financial Planning. Focused on achieving Chartered Status, Ugi manages the Private Client Team at our Melbourne office.

Background / Experience

Ugi graduated from The University of Hull with a BSc in Accounting and Financial Management. Having spent over 10 years within finance and long-term care, he’s accustomed to listening carefully and understanding people’s needs. He brings with him extensive experience of working closely with clients to understand their objectives and help them reach long term goals.

Outside Work

Away from work, Ugi’s a keen sportsman with a love for travelling and cooking. He tries to spend his spare time playing and coaching football teams, whilst occasionally hitting the road on his bike. Now married with two children, under 5 years old, the days of backpacking around Asia and climbing Mount Fuji have been put on ice for a few years!